RW
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RVW Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

RVW Wealth’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.5M Hold
42,754
– – 0.35% 42
2026
Q2 		$5.46M Buy
42,754
+206
+0.5% +$25.6K 0.36% 41
2026
Q1 		$4.89M Sell
42,548
-895
-2% -$106K 0.38% 41
2025
Q4 		$4.97M Sell
43,443
-588
-1% -$66.2K 0.38% 39
2025
Q3 		$4.87M Sell
44,031
-561
-1% -$59.8K 0.38% 39
2025
Q2 		$4.65M Sell
44,592
-975
-2% -$96.5K 0.39% 39
2025
Q1 		$4.53M Sell
45,567
-4,474
-9% -$452K 0.43% 38
2024
Q4 		$4.9M Sell
50,041
-1,513
-3% -$152K 0.46% 38
2024
Q3 		$5.06M Sell
51,554
-2,505
-5% -$238K 0.47% 37
2024
Q2 		$5.01M Sell
54,059
-10,383
-16% -$953K 0.5% 38
2024
Q1 		$6.04M Sell
64,442
-3,562
-5% -$315K 0.62% 35
2023
Q4 		$5.8M Sell
68,004
-16,334
-19% -$1.31M 0.64% 37
2023
Q3 		$6.59M Sell
84,338
-3,314
-4% -$267K 0.79% 34
2023
Q2 		$7.01M Sell
87,652
-7,139
-8% -$548K 0.83% 34
2023
Q1 		$7.21M Sell
94,791
-9,107
-9% -$693K 0.89% 33
2022
Q4 		$7.68M Sell
103,898
-73,570
-41% -$5.44M 0.98% 31
2022
Q3 		$11.9M Sell
177,468
-27,761
-14% -$2.04M 1.67% 23
2022
Q2 		$14.3M Sell
205,229
-19,114
-9% -$1.45M 1.92% 20
2022
Q1 		$18.1M Buy
224,343
+1,764
+0.8% +$139K 2.09% 21
2021
Q4 		$17.8M Buy
222,579
+7,187
+3% +$554K 1.99% 22
2021
Q3 		$16M Buy
215,392
+6,670
+3% +$497K 1.92% 24
2021
Q2 		$15M Buy
208,722
+8,591
+4% +$627K 1.88% 25
2021
Q1 		$14M Buy
200,131
+9,925
+5% +$655K 1.83% 26
2020
Q4 		$12M Buy
190,206
+4,592
+2% +$270K 1.76% 27
2020
Q3 		$10M Buy
185,614
+6,402
+4% +$346K 1.69% 27
2020
Q2 		$9.17M Buy
+179,212
New +$8.81M 1.68% 28

Other funds holding RWL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RVW Wealth's RWL Position: Q3 2026 in Review

RVW Wealth held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 42,754 shares worth $5.5M. The position accounts for 0.35% of the portfolio, ranked #42.

RVW Wealth first reported a position in RWL in Q2 2020 and has held it in 26 quarters since. The position peaked at $18.1M in Q1 2022. 10 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • RVW Wealth held 42,754 shares of Invesco S&P 500 Revenue ETF worth $5.5M as of Q3 2026.
  • RVW Wealth left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Revenue ETF made up 0.35% of RVW Wealth's portfolio in Q3 2026, its #42 holding.
  • RVW Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q2 2020 and has held it in 26 quarters since.
  • RVW Wealth's Invesco S&P 500 Revenue ETF position peaked at $18.1M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.